Perigon Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $564K | Sell |
2,357
-294
| -11% | -$73.9K | 0.01% | 744 |
|
|
2025
Q4 | $785K | Sell |
2,651
-20
| -0.7% | -$6.05K | 0.01% | 615 |
|
|
2025
Q3 | $848K | Sell |
2,671
-62
| -2% | -$18.9K | 0.02% | 569 |
|
|
2025
Q2 | $846K | Sell |
2,733
-265
| -9% | -$75.2K | 0.02% | 516 |
|
|
2025
Q1 | $785K | Buy |
2,998
+77
| +3% | +$21.9K | 0.02% | 507 |
|
|
2024
Q4 | $847K | Buy |
2,921
+129
| +5% | +$38.1K | 0.02% | 492 |
|
|
2024
Q3 | $769K | Buy |
2,792
+175
| +7% | +$44.1K | 0.02% | 501 |
|
|
2024
Q2 | $648K | Buy |
2,617
+688
| +36% | +$155K | 0.02% | 471 |
|
|
2024
Q1 | $502K | Buy |
1,929
+284
| +17% | +$71.9K | 0.02% | 536 |
|
|
2023
Q4 | $401K | Buy |
1,645
+246
| +18% | +$53.1K | 0.01% | 564 |
|
|
2023
Q3 | $289K | Sell |
1,399
-178
| -11% | -$37.4K | 0.01% | 598 |
|
|
2023
Q2 | $323K | Buy |
1,577
+154
| +11% | +$30.8K | 0.01% | 582 |
|
|
2023
Q1 | $296K | Sell |
1,423
-477
| -25% | -$98.2K | 0.02% | 542 |
|
|
2022
Q4 | $355K | Buy |
1,900
+708
| +59% | +$142K | 0.02% | 482 |
|
|
2022
Q3 | $223K | Sell |
1,192
-113
| -9% | -$22.8K | 0.02% | 507 |
|
|
2022
Q2 | $224K | Buy |
1,305
+163
| +14% | +$31.3K | 0.02% | 512 |
|
|
2022
Q1 | $245K | Sell |
1,142
-3
| -0.3% | -$691 | 0.02% | 529 |
|
|
2021
Q4 | $322K | Buy |
1,145
+186
| +19% | +$54.2K | 0.02% | 436 |
|
|
2021
Q3 | $273K | Buy |
959
+128
| +15% | +$39.2K | 0.02% | 436 |
|
|
2021
Q2 | $243K | Sell |
831
-9
| -1% | -$2.57K | 0.02% | 454 |
|
|
2021
Q1 | $233K | Buy |
840
+129
| +18% | +$37.2K | 0.02% | 436 |
|
|
2020
Q4 | $217K | Buy |
+711
| New | +$187K | 0.03% | 377 |
|
|
2018
Q2 | – | Sell |
-202
| Closed | -$25K | – | 236 |
|
|
2018
Q1 | $25K | Buy |
202
+2
| +1% | +$238 | 0.01% | 401 |
|
|
2017
Q4 | $21K | Sell |
200
-102
| -34% | -$11.9K | 0.01% | 401 |
|
|
2017
Q3 | $34K | Sell |
302
-56
| -16% | -$6.18K | 0.01% | 384 |
|
|
2017
Q2 | $36K | Buy |
358
+56
| +19% | +$5.54K | 0.01% | 403 |
|
|
2017
Q1 | $26K | Hold |
302
| – | – | 0.01% | 443 |
|
|
2016
Q4 | $26K | Buy |
302
+102
| +51% | +$7.51K | 0.01% | 426 |
|
|
2016
Q3 | $14K | Buy |
+200
| New | +$12.6K | ﹤0.01% | 441 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$12K | – | 440 |
|
|
2016
Q1 | $12K | Buy |
+200
| New | +$10.4K | ﹤0.01% | 235 |
|
Other funds holding ADSK
VCM
VPM
Perigon Wealth Management's ADSK Position: Q1 2026 in Review
Perigon Wealth Management reduced its Autodesk (ADSK) stake by 11% in Q1 2026, selling an estimated $73.9K and leaving 2,357 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #744.
Perigon Wealth Management first reported a position in ADSK in Q1 2016 and has held it in 30 quarters since. The position peaked at $848K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.
- Perigon Wealth Management held 2,357 shares of Autodesk worth $564K as of Q1 2026.
- Perigon Wealth Management sold 294 Autodesk shares in Q1 2026, an estimated $73.9K.
- Autodesk made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #744 holding.
- Perigon Wealth Management first reported a position in Autodesk in Q1 2016 and has held it in 30 quarters since.
- Perigon Wealth Management's Autodesk position peaked at $848K in Q3 2025.
- 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.